Nuclear Power
Following my previous two posts here and here on the nuclear fuel supply chain, in this post I will look at the geopolitical concerns relating to Russia’s dominance of certain parts of the supply of nuclear materials to civil generation programmes. Despite being concentrated, [...]
In my second post on uranium I look at mining and conversion. My previous post can be found here. The nuclear fuel cycle consists of two phases: the front end which prepares uranium for use in reactors and the back end which ensures that [...]
A few months ago I wrote a series of posts about the critical minerals needed to support the energy transition and promised a similar look at uranium. Client work has been keeping me busy, but here, finally, I will cover the topic in a [...]
My blog is 8 years old today! The past year has seen my business develop in ways I did not expect even a year ago when I was celebrating my higher profile. I am still regularly quoted in the press and have written regularly [...]
Nuclear regulation is widely seen as strangling the delivery of new projects. Timescales are long and costs are high. Hundreds of permits are needed, and there is a constant threat of judicial review when permits are finally granted, adding delays and costs. These problems [...]
Last month I had the pleasure of visiting Torness nuclear power station in Scotland – many thanks to EDF for hosting me and giving me a detailed tour. I got to both stand on top of one of the reactors and touch the side [...]
The past few weeks have been full for interesting developments in the nuclear sector, with a new GW scale reactor opening, a GB fleet update from EDF and a new nuclear roadmap from the UK Government. First up was the announcement early in the [...]
Yesterday I reviewed the key market themes in 2023. In this post I take a look at what we can expect in 2024... The past couple of years have been dominated by concerns over energy prices, particularly gas. However, gas prices have fallen significantly [...]
At the end of each year, I like to look back at the past year and ahead to what the coming 12 months might bring (which I will cover in a separate post tomorrow). In the past, I have focused primarily on the GB [...]
This week my nuclear paper for the Global Warming Policy Foundation (“GWPF”) was published: Prospects for nuclear energy in the UK. The GWPF has taken a somewhat more negative interpretation of my report than I expected – yes, we face a real risk of [...]